Adding and inviting site users
To access Apotec CRM users will need to be added and invited to your branch(es). You can add users and send invites within Org. Management.
Adding new users
Users without an Apotec CRM account will need to be added prior to an invite being sent.
- To begin, open the Sites tab in Org. Management by selecting Org. Management from the left-nav.
- Locate the required site and select the adjacent
User icon. The Site Users window displays.
- Select the [Add/Invite User - F2] button. The Add/Invite User prompt displays.
- Select the [No - Add New User - F10] button to open the Add and Invite New User window. Complete all the mandatory fields.
Note
The GPhC number will need to be added if a Pharmacist role is selected. Left blank, your user will be unable to access the Responsible Pharmacist module. Users with a Pharmacist role will be prompted to add their GPhC number prior to accepting their invitation.
- Select the [Save - F10] button to add and invite your new user. A snackbar message will display to confirm the invite has been sent successfully and the new user will display in the Users Pending Invitation table.
Inviting users with existing Apotec CRM accounts
Users that already have an Apotec CRM account can be invited to your organisation/branches.
- To begin, open the Sites tab in Org. Management by selecting Org. Management from the left-nav.
- Locate the required site and select the adjacent User icon. The Site Users window displays.
- Select the [Add/Invite User - F2] button. The Add/Invite User prompt displays.
- Select [Yes - Invite User - F9] to open the Invite window. Complete all the mandatory fields.
- Select the [Save - F10] button to send the invite. A snackbar message will display to confirm the invite has been sent successfully and the user will display in the Users Pending Invitation table.
